In Israel, Philip Braude has held an Investment Marketer license from the Israel Securities Authority since 2002, which allows him to deliver wealth management services to Israeli-resident clients. Click here for more details.
In the UK, Philip is a Fellow of the Association of Chartered Certified Accountants (UK) and holds a Diploma in Regulated Financial Planning issued by the Chartered Insurance Institute (UK). He is a Chartered Fellow of the Chartered Institute for Securities & Investments (UK).
In the United States, Philip is a registered AICPA International Affiliate (US) and Personal Financial Planner – AICPA (US).
As a Trust and Estate Practitioner and ex-officio Chair of the Jerusalem branch of STEP – the Society of Trust and Estate Practitioners – Philip can also assist clients with the management of their international trusts.